# Dreambox Learning, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dreambox-learning-inc-401k-plan

> Dreambox Learning, INC.&#39;s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Dreambox Learning, INC.

- **Sponsor EIN:** 272358787

- **Sponsor Address:** 777 108TH AVE NE, BELLEVUE, WA, 98004

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$31,566|$204,579|

| 2023|233|$24.0M|$1,427|$3.1M|

| 2022|283|$21.4M|$366,466|$4.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$91,272|—|$91,272|

| SCS|ADVISOR|$88,016|—|$88,016|

| MELISSA G. CRITCHER, CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MELISSA G. CRITCHER, CPA, PC](https://planprovider.pro/provider/melissa-g-critcher-cpa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $179,288

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$19,277|$11,517|—|—|—|

| 2023|$89,644|$44,008|—|—|—|

| 2022|$66,497|—|—|—|—|

## Similar Plans

- [Digipen Usa LLC](https://planprovider.pro/companies/digipen-usa-llc-401k-plan) — 228 participants

- [Lakeside School](https://planprovider.pro/companies/lakeside-school-403b-plan) — 239 participants

- [Pacific Northwest University Of Health Sciences](https://planprovider.pro/companies/pacific-northwest-university-of-health-sciences-plan-004) — 245 participants

- [Bellevue Christian School](https://planprovider.pro/companies/bellevue-christian-school-403b-plan) — 256 participants

- [Heritage University](https://planprovider.pro/companies/heritage-university-403b-plan) — 257 participants

- [Seattle Academy Of Arts And Sciences](https://planprovider.pro/companies/seattle-academy-of-arts-and-sciences-403b-plan) — 265 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dreambox-learning-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
